Let us help you save on your taxes.

Helping Financial Advisors Save on Taxes as They Scale through Proactive Planning and Tax Prep

As Featured By:

The Legacy CPA Firm model is broken.

Taxes are part of your life that causes dread, a boogieman lurking under the bed.

It’s always been a boogieman - That first year of self-employment taxes was brutal, wasn’t it?

Especially as you keep growing, you’re in a shifting sands of tax liability every year.

Is 110% of last year going to be enough? I grew 20% but also bought a book of business this year. What happens now? Am I even still in the right entity type?

Think of how you frame your planning conversations with your clients.

They aren’t flying blind - so why are you?

Are you doing the same for your own tax liability? It is eating up over a third of your income every year unchecked.

But it’s not your fault, just like your clients need you, you need a tax advisor that takes a proactive role in your life.

Most tax professionals see themselves as tax return filers.

A correct, timely tax return’s just table stakes of the bare minimum.

But your actual needs are just being able to offboard thinking about income taxes altogether.

You’re a doer.
You’re scaling your business, and having surprise large cashflow leaks around 4/15 through taxes shouldn’t be happening.

Knowing it’s accounted for, that it’s budgeted, that it’s strategically minimized (yes you’re in the right entity), that the returns are filed, that Uncle Sam is paid is what we do.

That it’s managed without you having to quasi-manage it. Checking-in or dwelling on it like a boogieman under your bed at night.

That sounds expensive.Well working with us is usually less expensive than what you’re currently paying…probably by a full five figures

Most advisors who start working with us save 40k+ in their first year with an ROI is over 200% on our services in direct tax savings

The Legacy CPA Firm model is broken.

Overwhelmed, passive, and unresponsive CPA firms mean that taxes are a constant source of uncertainty and dread.

This uncertainty and dread gets worse as you keep growing since you’re in the shifting sands of tax liability, which change every year.

You might be asking yourself questions like: “Is 110% of last year going to be enough? I grew 20% but also bought a book of business this year. What happens now? Am I even still in the right entity type?”

Think of how you frame your planning conversations with your clients.

You make sure they aren’t flying blind - so why are you when it comes to taxes?

But it’s not your fault. Just like your clients need you, you need a tax advisor who takes a proactive role in your life.

Most tax professionals see themselves as tax return filers, but a correct, timely tax return should be the bare minimum.

What you actually need to do is to offboard thinking about income taxes altogether.

You’re a doer.

You should be focused on scaling your business.

And large cashflow leaks around 4/15 because of unexpected taxes shouldn’t be something you have to deal with.

Knowing it’s accounted for, that it’s budgeted, that it’s strategically minimized (eg that you’re in the right entity), that the returns are filed, that Uncle Sam is paid—that’s what we oversee so you don’t have to.

And because we strictly limit our client list to ensure personalized service, we’ll actually return your calls.

Even better, working with us is usually less expensive than what you’re currently paying…probably by a full five figures

Most advisors who start working with us save 40k+ in their first year with an ROI is over 200% on our services in direct tax savings

How do we do this?

Our firm works on the opposite model of the legacy CPA firm by forcing proactivity.

1. Tax Optimization Strategy

Deal with past mistakes

Find current opportunities for savings

Build a tax plan for what you’re trying to achieve in life
(Grow your business? Maximize a valuation? Increase current cash flow?)

2. Support your strategy

Monthly subscription models allows access to support without hourly billing

Quarterly planning meetings to keep a pulse on what you’ll owe

Strategic plan around estimated tax payments, timing for cash flow optimization

Tax strategy implementations and updates to keep you optimized

Filing entity and personal tax returns annually to keep you compliant

Making taxes something you feel control rather than worry about

What's the Dominion Difference?

Our business model is built around access and proactiveness.

Our client list is limited and focused on advisors so that access to our expertise is unlimited. We won't bill you for phone calls or email inquiries, and guarantee a response within 48 hours.

Working with us means you won't ever have to wait on your tax professional ever again.

In addition to access, we guarantee a proactive approach to your tax situation as we anticipate and implement strategies to ensure savings. This proactive approach means that our average client more than makes back their investment in working with us.

A typical result is around $30k in savings annually from low-risk, low-effort tax planning techniques. Those savings invested at an average rate of return translate into $500k in 10 years.

What would that mean for growing your business? For your retirement? For your legacy?

That's the Dominion Difference.

Company Info

Solo CFP - 650k ARR - solopreneur with small admin team

Services ProvideD

Quarterly Forecasting Tax Projections
Annual S-Corporation and Individual Income Tax returns
Coordinating with an  internal bookkeeper for accurate financials

Complexity

Tax Savings

32,000 Annual

Monthly Subscription

1,250 (Over 200% ROI in 2nd year)

Initial Implementation Investment

10,000

Company Info

IBD Firm 2MM ARR single state - 1 owner

Services ProvideD

Quarterly Forecasting Tax Projections
Position Optimization
Annual S-Corporation and Individual Income Tax returns
Coordinating with outside bookkeeping functions for accurate financials

Complexity

Tax Savings

46,000 Annual

Monthly Subscription

1,750 (Over 200% ROI in 2nd year)

Initial Implementation Investment

15,000

Company Info

RIA - 5M ARR - 3 Partners, multi-state

Services Provided

Quarterly Forecasting Tax Projections
Position Optimization Annual Partnership returns
S-Corporation Returns, and Individual Income Tax returns
Multi-state filings
Coordinating with outside CFO function for accurate financials
Coordinating with outside legal

Complexity

Tax Savings

98,000 Annual

Monthly Subscription

3,750 (Over 200% ROI in 2nd year)

Initial Implementation Investment

24,000

Our New Client Process

Getting Started with Dominion

1. Reach out

Submit an interest form, we’ll get you partnered with the CPA would will be leading your engagement. We often have a new client waitlist so we’ll secure your spot with an inquiry form.

2. 15-minute goodness of fit call.

We want you to find a “forever” home for your tax advisor. We are very sensitive to who we offer to work with. What gives us the ability to provide excellent work for our clients is just as much about who we say no to as who we say yes to. If we’re not the right practitioner, we have a community of other tax professionals we can get you connected with someone who’s a better fit.We seek to have long strategic relationships with our clients, so we want to make sure your goals and our unique expertise are truly a good fit from the start.

3. Review Your Tax Situation with Transparent Pricing

We’ll review your current tax situation and propose what working together would look like. Our firm operates off a subscription model based on what you need (not a bunch of bonus fluff), so we have transparent pricing and no “surprise” invoices for phone calls or questions.

Not looking to switch yet, but want to stay in touch, sign up for our Only Tax Newsletter for Advisors to keep up with tax legislation, IRS developments in a non-jargon lean format.

Signup

Financial Want to Know Podcast

Each under-15-minute episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.

Coming Soon...

Customer Stories

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla.

"Everything was excellent. They were always available to answer our questions and they were able to get us our ERC refund processed hassle-free! I'm very happy with the service they provided and highly recommend them."

George Kougianos

Brothers Main Street LLC, MA

"Everything was excellent. They were always available to answer our questions and they were able to get us our ERC refund processed hassle-free! I'm very happy with the service they provided and highly recommend them."

George Kougianos

Brothers Main Street LLC, MA

Ready for a no-pressure conversation with an experienced CPA who specializes in Advisors?